Feb
18th

There is Still Time to Double Your Clients’ Charitable Gifts

Categories: Foundation Advisor eNews |

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Do you have clients in Southern Indiana who want to give back to their community and have their gifts doubled?  

Time is  Running Out to Double
Your Clients’ Charitable Gift… 

Because of a unique matching opportunity offered by the Lilly Endowment, Inc., the Community Foundation of Southern Indiana can double your clients’ charitable gifts if they are made by March 31st. It’s not too late for your clients to take advantage of this opportunity and have every $1 donated matched with another $1, doubling your clients’ gifts.  

Whether your client wants to make a cash gift or gift of stock, we’ll make it simple for them to double their gift by the March 31 matching deadline. Their gift will support the unrestricted Community Endowment Fund which is a simple and flexible option for those people who want to perpetually support the evolving needs of their community. And, if your clients contribute $1,000 or more they will be permanently recognized with a named fund within the Community Endowment Fund. 

If you have any questions about how your clients can take advantage of this unique matching opportunity, I hope you’ll visit our website and give me a call at (812) 948-4662 or email me at lspeed@cfsouthernindiana.com.


Monthly Gift Planning Tips

Valuable Resources for You and Your Clients

Plan Early for IRA Rollover Gifts

Now that qualified charitable distributions (QCDs) from IRAs are permanent, advisers should determine which clients could benefit from making the gifts and plan these early in 2016, before required minimum distributions have been made . . . more


When to Choose a Charitable Remainder Annuity Trust

Charitable remainder unitrusts are generally preferred by donors over the fixed-income annuity trust, due to their greater flexibility . . . more


Advantages of Giving Closely Held Stock

Among the most valuable “hidden assets” for giving to charity are shares in a business owner’s closely held corporation . . . more

Charitable Gifts that Thrive on Low Interest Rates

Charitable remainder trusts, gift annuities, lead trusts and gifts of remainder interests in homes and farms generate deductions that are calculated using §7520 rates, which have been stuck in the 2% range for the past year . . . more 

Content courtesy of R&R Newkirk.